Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Meyer is a financial advisor with over 15 years of experience in the financial services industry. Kristin currently works for United Planners' Financial Services of America A Limited Partner, and has been with the firm since May 2018. Previously, Kristin worked for American Portfolios Financial Services, Inc., a firm based in Niagara Falls, NY. Kristin holds a Series 6, Series 63 and Series 65 licenses, along with the SIE exam. Kristin is a licensed insurance agent and provides financial and insurance services to clients in New York, New Jersey, Virginia, California, Florida, Georgia, Illinois, Tennessee, and New Hampshire.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
07/10/2021 - Present
United Planners' Financial Services OF America A Limited Partner (LEWISTON NY)
NY
07/02/2007 - 05/08/2018
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (NIAGARA FALLS NY)
IA
Issued 02/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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